-64.5%
AVTR vs RPRX
+77.0%
-141.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +1.6% | -4.0% | +5.6% | +2.7% |
| 30D | +8.4% | +4.9% | +3.4% | +6.7% |
| 3M | +50.2% | +9.4% | +40.8% | +45.6% |
| 6M | +82.6% | +33.3% | +49.3% | +66.2% |
| YTD | +29.8% | +59.0% | -29.1% | +11.7% |
| 1Y | +16.0% | +69.2% | -53.2% | -2.5% |
| 3Y | -26.4% | +124.1% | -150.5% | -44.5% |
| 5Y | -64.5% | +77.9% | -142.3% | -70.5% |
| All | -64.5% | +77.0% | -141.4% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling